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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

25 changes from Bill Gates (Gates Foundation Trust), filed 2025-02-14 for period end 2024-12-31.

$42.0B portfolio value
StockActionChangeCurrentPortfolio Impact
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$1.3B$8.9B3.05%
136375102
CANADIAN NATL RY CO
Reduced-$857.5M$5.6B2.04%
594918104
MICROSOFT CORP
Reduced-$465.6M$12.0B1.11%
149123101
CATERPILLAR INC
Reduced-$208.5M$2.7B0.50%
94106L109
WASTE MGMT INC DEL
Reduced-$187.3M$6.5B0.45%
278865100
ECOLAB INC
Reduced-$109.6M$1.2B0.26%
580135101
MCDONALDS CORP
New$97.1M$97.1M0.23%
931142103
WALMART INC
Increased$87.3M$821.3M0.21%
191241108
COCA-COLA FEMSA SAB DE CV
Reduced-$67.3M$484.1M0.16%
22822V101
CROWN CASTLE INC
Reduced-$39.6M$128.9M0.09%
03524A108
ANHEUSER BUSCH INBEV SA/NV
Reduced-$27.6M$85.3M0.07%
22266T109
COUPANG INC
Reduced-$23.8M$203.3M0.06%
244199105
DEERE & CO
Increased$22.7M$1.5B0.05%
31428X106
FEDEX CORP
Increased$19.4M$713.0M0.05%
235851102
DANAHER CORPORATION
Reduced-$18.1M$85.6M0.04%
94106B101
WASTE CONNECTIONS INC
Reduced-$15.6M$368.8M0.04%
500754106
KRAFT HEINZ CO
Reduced-$11.5M$80.5M0.03%
55825T103
MADISON SQUARE GRDN SPRT COR
Increased$10.3M$133.7M0.02%
911312106
UNITED PARCEL SERVICE INC
Reduced-$7.7M$95.2M0.02%
693718108
PACCAR INC
Increased$5.3M$104.0M0.01%
80810D103
SCHRODINGER INC
Increased$5.2M$134.7M0.01%
H5919C104
ON HLDG AG
Increased$2.3M$27.4M0.01%
92338C103
VERALTO CORP
Reduced-$1.2M$12.7M0.00%
440452100
HORMEL FOODS CORP
Reduced-$724,446$68.9M0.00%
92918V208
VROOM INC
Sold out-$292,813$00.00%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

Bill Gates (Gates Foundation Trust) disclosed new in MCDONALDS CORP | TradingNote AI